Weekday news and analysis for retirement plan advisers

Tuesday, March 12, 2024 Exclusives | Awards | Research | Events

Data & Research Record Number of Participants Raised Deferral Rate in 2023, Vanguard Reports On the other side of the equation, plan loans were up 12% year-over-year, and hardship withdrawals increased modestly. News Feed Quick Links Deals & People Practice Management Products Client Service Data & Research Investing Compliance

2024 Retirement Plan Adviser of the Year Finalists Today we announce the second round of our PLANADVISER Retirement Plan Adviser of the Year Finalists for 2024: Mentorship 403(b) Plan Service Check back tomorrow for our final two categories!

Today’s Most Read 1. Nearly Half of Retirees Have No Formal Decumulation Strategy 2. 401(k)s and the Courts in 2025 3. Economic and Market Outlooks for the Year Ahead

Advisory M&A News – 3/11/24 Bluespring Wealth announces merger of Retirement Wealth Specialists and Security Financial Management; Moneta acquires Juniper Wealth Advisors; Integrated Partners adds CoFi Advisors.

Final Fiduciary Rule Goes to OIRA for Review The controversial rule will likely be published later this spring, with changes anticipated.

Biden Budget Would Eliminate Backdoor Roth Conversions, Consider Tax Change to Bolster Social Security The reform would raise $23.7 billion over 10 years, according to the Department of the Treasury.

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